Nicholas Ignatowski, CFP®, CFS®, CRPS®

Nicholas Ignatowski, CFP®, CFS®, CRPS®

Managing Partner

  

Professional Objective:
To work with individuals and small-to-mid-sized businesses and provide knowledge, guidance and understanding of their 401(k) plans. My team will provide one-on-one attention to the plan participants and assist them in their asset allocation strategies.
 
Personal:
I was born and raised in Milwaukee, WI, and grew up in a second generation family business.
I founded Planners Financial Group in 2007 and have built a solid financial base with LPL and our clients.
Proud father of 3 sons, Logan, Maxwell and Victor, happily married to my wife, Jennifer, and cat dad to our two cats Marco & Polo.
 
I enjoy spending my free time on the golf course, working as a committee member at the Polish Heratige Center of Wisconsin, and activities with my family.
 
 
Securities Registrations, held with LPL Financial:
Series 7    General Securities Representative  
Series 24  General Securities Principal
Series 53  Municipal Securities Principal
Series 63  Uniform Securities Agent State Law Examination
Series 65  Uniform Investment Adviser Law Examination
 
Professional Designations:
CFP®  (CERTIFIED FINANCIAL PLANNER™ Practitioner)
CFS®   (Certified Fund Specialist)
CRPS®(Chartered Retirement Plans Specialist)
CAS®  (Certified Annuity Specialist)
 
Professional Organizations:
FPA      (Financial Planners Association)
NAIFA  (National Association of Insurance & Financial Advisors)
CFDD   (Center For Due Diligence)
 
National Conference Presentations:
ASPPA (American Society of Pension Professionals and Actuaries), Orlando, FL.
CFDD   (Center for Due Diligence), Chicago, IL.
 
Accomplishments:
  • Multiple year winner of the "Five Star Wealth Manager" Award, as seen in Milwaukee Magazine.
  • Past President & past IFAPAC Chairman, National Association of Insurance and Financial Advisors, Southeastern WI.
  • Provided ongoing national education and training to attorneys, CPAs and other investment professionals regarding qualified retirement plans.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2014, 2015, and 2016 Five Star Wealth Managers.

Phone 414-282-4000
Fax 414-282-7700
Mobile Phone 414-698-5546